How to display live and backtested results in a single table or chart
Regulations may require you to display backtested and live data in a single table or chart. In our fund factsheets you can achieve this with two clicks.
Example 1: Monthly Performance table
You can differentiate backtested and live data by color, including annual returns.
Example 2: VAMI chart
You can differentiate backtested and live data by color and the text with the start of live trading data is automatically added.
To set up live-trading period:
1) Go to More information / Other Program Terms in the right frame
2) Choose the live-trading start date in “Live Trading Date” field